What We Do

You’ve built a solid foundation. You’ve grown your wealth. Now it’s time to develop a strategy to transfer your wealth in the most effective way possible. The actions you take now will help create and define your lasting legacy.

Traditionally, insurance serves as a tool to protect against losses, but for those who are financially secure, insurance becomes an engine to create and leverage financial opportunities. Your position puts you beyond the need to merely mitigate losses. Your financial resources open the door to creative planning strategies and advanced wealth management tactics that can improve your outcomes and secure your legacy.

We consider your situation and highlight choices you didn’t know you had. The solutions we craft for you are customized, not “off the shelf.” We work with you to identify tax-advantaged financial vehicles offered through insurance companies that create unique opportunities for high-net-worth individuals and their families.

Our process is thorough, objective and personal. We design insurance solutions to fit your story and your goals.

From your position of strength, you gain access to greater opportunities-options not available to just anyone.

From our position of strength, we identify these opportunities and put them to work for you and your family.

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.ViaForte is independently owned and operated.Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.Details regarding our M Financial relationship can be found here: M Financial Relationship.Website by Computer Titan.